Summit Restaurant Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Summit Restaurant Group, LLC (EIN 71-1006152) is a plan sponsor located in Blue Springs, MO with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
71-1006152
Location
Blue Springs, MO
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Summit Restaurant Group, LLC

  • 3 loaded plans hold $6.7M in reported assets.
  • The largest, Summit Restaurant Group Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,290 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.7MSummed across loaded plans$6,735,944
Total reported assets$6.7M$6,735,944
Total reported participants1.3K1,290
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.7M total assets
Net assets$6.7MLiabilities$0
Contributions & income
Employer contributions$160.8K
Participant contributions$427.9K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$391.9K
Total expenses$415.8K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Summit Restaurant Group Retirement Plan
Participants per plan430Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 902 participants · 2023
  2. 2
    Summit Restaurant Group Medical Plannot reported in the loaded dataset
    Plan #502 · 219 participants · 2023
  3. 3
    Summit Restaurant Group Life And Disability Plannot reported in the loaded dataset
    Plan #503 · 169 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Summit Restaurant Group, LLC. Open one for its full reported snapshot.

  1. 2023
    Summit Restaurant Group Life And Disability Plan169 participants · 2No schedules
    View filing →
  2. 2023
    Summit Restaurant Group Medical Plan219 participants · 2No schedules
    View filing →
  3. 2023
    Summit Restaurant Group Retirement Plan902 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Summit Restaurant Group, LLC report on Form 5500?
Summit Restaurant Group, LLC (EIN 71-1006152) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Summit Restaurant Group, LLC?
The Employer Identification Number (EIN) reported for Summit Restaurant Group, LLC is 71-1006152.
What is the latest Form 5500 filing year for Summit Restaurant Group, LLC?
The latest loaded Form 5500 filing year for Summit Restaurant Group, LLC is 2023.

Related Form 5500 pages